Diversify Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 2025
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 1,023,271 shares of SPYV stock, worth $57.5 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
1,023,271
Previous 910,472
12.39%
Holding current value
$57.5 Million
Previous $48.9 Billion
16.91%
% of portfolio
3.3%
Previous 3.02%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
1,180Shares Held
472MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP16.6MShares$934 Million4.32% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio